maximising contributions to and benefits arising from a superannuation fund

transition to retirement

what changes are needed to an estate plan as a result of financial interdependency

opportunities as a result of changes to pension rules.

Author profile:

Mark Wilkinson CTA

Mark has 25 years experience working as a Chartered Accountant, many spent at mid and “big four” accounting firms where he developed specialist superannuation administration and consulting groups. Mark has narrowed his focus and now provides technical support and training to advisers who administer and advise self-managed superannuation funds. Many of these advisers consult with Mark on how to implement strategies that will grow a client’s wealth, enable them to enjoy it during retirement, protect it from creditors and direct to the right beneficiary on death. Current at 02 June 2015

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